Position in EVRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,773,015
+$179,021 QoQ
Shares Held
43,654
-0.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#238
of 935 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026XPONANCE LLC holds $213,794,891 across 34 Utilities - Regulated Electric names. EVRG ranks #22 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
364,317 | $31,976,103 | |
| 2 | SO |
Southern Co
|
202,934 | $19,422,813 | |
| 3 | DUK |
Duke Energy CORP
|
143,062 | $18,108,787 | |
| 4 | AEP |
American Electric Power Co Inc
|
95,384 | $13,049,485 | |
| 5 | D |
Dominion Energy, Inc
|
161,991 | $11,062,365 | |
| 6 | PCG |
PG&E Corp
|
640,716 | $10,776,843 | |
| 7 | EXC |
Exelon Corp
|
220,092 | $10,260,689 | |
| 8 | ETR |
Entergy Corp /De/
|
86,915 | $9,983,056 |
All Filings in EVRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,773,015 | 43,654 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,593,994 | 43,872 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,899,020 | 39,992 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,906,016 | 38,227 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,299,748 | 47,871 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,171,649 | 31,496 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,911,743 | 31,060 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,943,207 | 31,337 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,611,718 | 30,427 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,642,502 | 30,770 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,499,392 | 28,724 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,579,457 | 31,153 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,757,390 | 30,082 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,849,307 | 30,257 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,835,290 | 29,164 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,440,093 | 24,244 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,338,930 | 20,520 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,021,409 | 14,946 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $976,457 | 14,232 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $711,194 | 11,434 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,375,559 | 55,859 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,051,195 | 68,053 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $546,218 | 9,840 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $464,342 | 9,137 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $545,645 | 9,203 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||